Switching to Alice from HealthEquity (WageWorks)

To move your account from HealthEquity / WageWorks to Alice, add a new administrator user with read-only access in the employer portal. The standard steps for a HealthEquity / WageWorks employer customer are below.

Add a read-only administrator

Log in to the employer portal

1. Sign in to the HealthEquity / WageWorks employer account.

Go to User Management

1. From the main dashboard, go to Administration > User Management. This is sometimes labeled Manage Users or Employer Users, depending on the account configuration.

Add a new user

1. Select Add User or Create New User.
2. Enter the new administrator's details: the administrator details we send you (name, title, company, email, and phone). If you do not have them yet, email admin-support@thisisalice.com and we will send them.
3. Assign the role and permissions:
   • Select an Administrator or Employer Admin type of role.
   • Configure permissions to provide full read/view access only.
   • If granular permission controls are available, make sure edit, change, and submission privileges (such as funding changes, employee updates, or plan configuration) are disabled.
4. Review the information and permissions for accuracy, then select Save, Create User, or Invite.

User activation

The portal sends the new user an automated email with instructions to set up their login credentials and complete activation.

Notes

• Permission labels and screens can vary slightly between HealthEquity and legacy WageWorks interfaces.
• If the portal does not allow true read-only administrator roles, HealthEquity Support may need to help configure the appropriate access level.
• For third-party consultants, some accounts require explicit approval or a "consultant access" designation.

Need help?

Email admin-support@thisisalice.com or call (929) 552-4625.

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